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Upturn AI SWOT - About
Direxion Daily S&P 500® High Beta Bull 3X Shares (HIBL)
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Upturn Advisory Summary
04/01/2025: HIBL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -14.1% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 141900 | Beta 4.41 | 52 Weeks Range 23.93 - 53.88 | Updated Date 04/2/2025 |
52 Weeks Range 23.93 - 53.88 | Updated Date 04/2/2025 |
Upturn AI SWOT
Direxion Daily S&P 500® High Beta Bull 3X Shares
ETF Overview
Overview
The Direxion Daily S&P 500u00ae High Beta Bull 3X Shares (HIBL) seeks daily investment results, before fees and expenses, of 300% of the daily performance of the S&P 500u00ae High Beta Index. It focuses on providing leveraged exposure to the high-beta segment of the S&P 500.
Reputation and Reliability
Direxion is known for providing leveraged and inverse ETFs. While generally reliable, their leveraged nature makes them higher risk.
Management Expertise
Direxion has a team experienced in managing leveraged and inverse ETFs, but their expertise lies more in the structure than in active stock picking.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, of 300% of the daily performance of the S&P 500u00ae High Beta Index.
Investment Approach and Strategy
Strategy: Tracks the S&P 500 High Beta Index and uses leverage to amplify daily returns.
Composition Primarily holds financial instruments designed to replicate the leveraged performance of the underlying index, including derivatives.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): 81770000
Competitors
Key Competitors
- ProShares Ultra S&P500 (SSO)
- ProShares UltraPro S&P500 (UPRO)
Competitive Landscape
The competitive landscape includes other leveraged ETFs tracking the S&P 500. HIBL differentiates itself by focusing on the high-beta segment. However, leveraged ETFs are inherently risky due to the potential for amplified losses and the effects of compounding over time.
Financial Performance
Historical Performance: Data unavailable
Benchmark Comparison: Data unavailable
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume is relatively high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting adequate liquidity, but it may widen during periods of high volatility.
Market Dynamics
Market Environment Factors
Performance is heavily influenced by the overall market sentiment and the performance of high-beta stocks. Economic indicators and interest rate changes also play a significant role.
Growth Trajectory
The growth trajectory is dependent on market volatility and investor appetite for leveraged products. Any changes in the S&P 500 High Beta Index methodology could also impact the ETF.
Moat and Competitive Advantages
Competitive Edge
HIBL's competitive advantage lies in its specific focus on high-beta stocks within the S&P 500, offering a more targeted approach for investors seeking aggressive growth. This contrasts with broader leveraged S&P 500 ETFs. However, the specialized nature of this ETF comes with added risk and volatility. Direxion's experience in managing leveraged ETFs is also a factor. Investors should carefully consider whether the increased risk and volatility align with their investment objectives.
Risk Analysis
Volatility
HIBL exhibits high volatility due to its 3x leverage and the inherent volatility of the high-beta stocks it tracks.
Market Risk
The ETF is subject to significant market risk, as its performance is directly tied to the performance of the S&P 500 High Beta Index. The leveraged nature magnifies both gains and losses.
Investor Profile
Ideal Investor Profile
HIBL is suitable for sophisticated investors with a high-risk tolerance who seek short-term, tactical exposure to the S&P 500's high-beta stocks and understand the complexities of leveraged ETFs.
Market Risk
HIBL is best suited for active traders with a short-term investment horizon and is not appropriate for long-term investors or passive index followers due to the effects of compounding and potential for significant losses over time.
Summary
Direxion Daily S&P 500u00ae High Beta Bull 3X Shares (HIBL) offers leveraged exposure to high-beta stocks within the S&P 500, making it a high-risk, high-reward investment. It is designed for short-term tactical trading and is not suitable for long-term investors due to compounding and potential for amplified losses. The ETF's performance is highly dependent on market sentiment and the volatility of its underlying holdings. Only sophisticated investors with a strong understanding of leveraged ETFs should consider investing in HIBL.
Similar Companies
- UPRO
- SSO
- FAS
- TNA
Sources and Disclaimers
Data Sources:
- Direxion Investments
- SEC Filings
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investing in leveraged ETFs involves significant risks, including the potential loss of principal. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Direxion Daily S&P 500® High Beta Bull 3X Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is provided by S&P Dow Jones Indices. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, securities of the index, and exchange-traded funds (ETFs) that track the index, that, in combination, provide 3X daily leveraged exposure to the index, consistent with the fund's investment objective. It is non-diversified.
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